Financial Services (B.B.A.)

The B.B.A. in Financial Services is designed to provide students with the necessary applied knowledge and skills in the areas of management, communications and financial services.

Program Highlights

- Internships are an integral part of the program. Students have interned with investment firms, insurance companies,
consulting firms, banks, small businesses and credit unions in positions that range from financial analysts to human
resources.

- Students who successfully complete the program meet the educational requirements to sit for the Certified Financial
Planner? Exam.

- Students benefit from full-time faculty with exceptional professional experience in financial planning. Faculty
backgrounds include service as: chair of the Certified Financial Planner Board of Standards; senior vice president of the
fourth largest bank in the United States; CEO of the 15th largest investment management company; certified public
accountant; and legal counsel.

- Students learn how to manage investments and financial risks in order to assist clients with meeting their financial
goals.

- Faculty are available in and out of the classroom to advise and assist students in pursuing their personal career goals.

- Students develop the interpersonal skills necessary for success in the personal finance field by actively engaging with
peers, faculty and professionals.

What Will I Learn?

The financial planning needs of individuals, businesses and corporations are on the rise and SUNY Cobleskill?s Financial
Services program prepares graduates to meet this growing need. The program introduces students to the fundamentals
of personal financial planning, including investments, retirement and employee benefits planning, risk management and
insurance, and tax and estate planning. By working in groups, role playing, and leading presentations, students prepare
for internships where they apply the knowledge they learned in class to business settings. Students gain additional
experience in the fundamentals of financial planning by developing their own personal financial plans as part of their
studies.See program details and course breakdowns >